401k Plan data: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN plan

BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BOWEN FAMILY HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOWEN FAMILY HOMES, INC.

Employer identification number (EIN): 582081818

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEVE PALMER
001 2011-01-01 CHRIS WHITE
001 2010-01-01 STEVE PALMER
001 2009-01-01 CHRIS WHITE
001 2009-01-01 CHRIS WHITE STEVE PALMER 2012-10-16
001 2009-01-01 CHRIS WHITE STEVE PALMER 2010-10-15
001 2009-01-01 CHRIS WHITE STEVE PALMER 2010-10-15
001 2009-01-01 CHRIS WHITE STEVE PALMER 2010-10-15
001 2009-01-01 CHRIS WHITE STEVE PALMER 2010-10-15
001 2009-01-01 2010-10-15
001 2007-01-01 CHRIS WHITE STEVE PALMER 2011-01-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	STEVE PALMER
001	2011-01-01	CHRIS WHITE
001	2010-01-01	STEVE PALMER
001	2009-01-01	CHRIS WHITE
001	2009-01-01	CHRIS WHITE		STEVE PALMER	2012-10-16
001	2009-01-01	CHRIS WHITE		STEVE PALMER	2010-10-15
001	2009-01-01	CHRIS WHITE		STEVE PALMER	2010-10-15
001	2009-01-01	CHRIS WHITE		STEVE PALMER	2010-10-15
001	2009-01-01	CHRIS WHITE		STEVE PALMER	2010-10-15
001	2009-01-01		2010-10-15
001	2007-01-01	CHRIS WHITE		STEVE PALMER	2011-01-18

Plan Statistics for BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2012: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 54
Total of all active and inactive participants 2012-01-01 70
Total participants 2012-01-01 70
Number of participants with account balances 2012-01-01 70
2011: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of other retired or separated participants entitled to future benefits 2011-01-01 59
Total of all active and inactive participants 2011-01-01 73
Total participants 2011-01-01 73
Number of participants with account balances 2011-01-01 73
2010: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of other retired or separated participants entitled to future benefits 2010-01-01 68
Total of all active and inactive participants 2010-01-01 82
Total participants 2010-01-01 82
Number of participants with account balances 2010-01-01 82
2009: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 139
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 135
Total of all active and inactive participants 2009-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 274
Number of participants with account balances 2009-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 233
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 58
Total of all active and inactive participants 2007-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 291
Number of participants with account balances 2007-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2012: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	54
Total of all active and inactive participants	2012-01-01	70
Total participants	2012-01-01	70
Number of participants with account balances	2012-01-01	70
2011: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of other retired or separated participants entitled to future benefits	2011-01-01	59
Total of all active and inactive participants	2011-01-01	73
Total participants	2011-01-01	73
Number of participants with account balances	2011-01-01	73
2010: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of other retired or separated participants entitled to future benefits	2010-01-01	68
Total of all active and inactive participants	2010-01-01	82
Total participants	2010-01-01	82
Number of participants with account balances	2010-01-01	82
2009: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	139
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	135
Total of all active and inactive participants	2009-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	274
Number of participants with account balances	2009-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	233
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	58
Total of all active and inactive participants	2007-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	291
Number of participants with account balances	2007-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2012 : BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$299,036
Expenses. Total of all expenses incurred	2012-12-31	$204,634
Benefits paid (including direct rollovers)	2012-12-31	$187,206
Total plan assets at end of year	2012-12-31	$1,999,569
Total plan assets at beginning of year	2012-12-31	$1,905,167
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$49,812
Other income received	2012-12-31	$249,224
Net income (gross income less expenses)	2012-12-31	$94,402
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,999,569
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,905,167
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$17,428
2011 : BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$24,547
Total income from all sources	2011-12-31	$55,307
Expenses. Total of all expenses incurred	2011-12-31	$295,265
Benefits paid (including direct rollovers)	2011-12-31	$276,689
Total plan assets at end of year	2011-12-31	$1,905,167
Total plan assets at beginning of year	2011-12-31	$2,169,672
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$60,105
Other income received	2011-12-31	$-4,798
Net income (gross income less expenses)	2011-12-31	$-239,958
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,905,167
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,145,125
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$18,576
2010 : BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$291,121
Total unrealized appreciation/depreciation of assets	2010-12-31	$291,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$24,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$24,547
Total income from all sources (including contributions)	2010-12-31	$383,233
Total of all expenses incurred	2010-12-31	$859,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$845,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$92,112
Value of total assets at end of year	2010-12-31	$2,167,195
Value of total assets at beginning of year	2010-12-31	$2,643,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,000
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$48,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$48,478
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$92,112
Participant contributions at end of year	2010-12-31	$2,476
Participant contributions at beginning of year	2010-12-31	$11,353
Administrative expenses (other) incurred	2010-12-31	$14,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-476,464
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,167,195
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,643,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,777,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,249,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$390,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$394,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$394,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$250,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$845,697
Contract administrator fees	2010-12-31	$25,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$24,547
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$24,547
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	RHODES, YOUNG, BLACK & DUNCAN
Accountancy firm EIN	2010-12-31	581143819
2008 : BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2008 401k financial data
Unrealized appreciation/depreciation of real estate assets	2008-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2008-12-31	$0
Total unrealized appreciation/depreciation of assets	2008-12-31	$0
Total income from all sources (including contributions)	2008-12-31	$-336,652
Total loss/gain on sale of assets	2008-12-31	$0
Total of all expenses incurred	2008-12-31	$658,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$628,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$548,097
Value of total assets at end of year	2008-12-31	$2,402,182
Value of total assets at beginning of year	2008-12-31	$3,397,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$29,979
Total interest from all sources	2008-12-31	$14,182
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$335,147
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2008-12-31	$0
Other income not declared elsewhere	2008-12-31	$0
Administrative expenses (other) incurred	2008-12-31	$29,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-995,458
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$2,402,182
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$3,397,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$1,912,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$2,762,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2008-12-31	$489,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2008-12-31	$634,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2008-12-31	$634,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$14,182
Expenses. Payments to insurance carriers foe the provision of benefits	2008-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-898,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$212,950
Income. Dividends from preferred stock	2008-12-31	$0
Income. Dividends from common stock	2008-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$628,827
Did the plan have assets held for investment	2008-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Aggregate proceeds on sale of assets	2008-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2008-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	MARSH AND MCCONNELL
Accountancy firm EIN	2008-12-31	058176389

Form 5500 Responses for BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN

2012: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: BOWEN FAMILY HOMES, INC. 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	Yes
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOWEN FAMILY HOMES, INC.
Employer identification number (EIN):	582081818
NAIC Classification:	236110